IFG Advisory, LLC
ATLANTA GA · SEC CIK 0001728319
$3,488.46万2026Q1 申报市值
335持仓数
43.0%前十大占比 · 第一大 15.3%
156 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
CBSH 新建仓+$533.38万
DKL 新建仓+$171.58万
BIP 新建仓+$145.68万
WES 新建仓+$142.35万
MPLX 重新持有+$99.77万
2026Q1 卖出最多 按季末市值估算
SPY 减仓-$6,392.92万
QQQ 减仓-$5,057.63万
VTI 减仓-$4,825.15万
AAPL 减仓-$4,194.02万
DIMENSIONAL ETF 减仓-$3,638.74万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| FTCS | FIRST TR EXCHANGE-TRADED FD | $2.00万 | 0.06% | 216 | -279,095 | -99.9% | -$2,588.86万 | 减仓 |
| AOR | ISHARES TR | $1.93万 | 0.06% | 300 | -42,021 | -99.3% | -$270.41万 | 减仓 |
| RTX | RTX CORPORATION | $1.93万 | 0.06% | 100 | -33,973 | -99.7% | -$655.34万 | 减仓 |
| RING | ISHARES INC | $1.93万 | 0.06% | 244 | 244 | — | $1.93万 | 新建仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $1.92万 | 0.05% | 430 | 430 | — | $1.92万 | 新建仓 |
| MRK | MERCK & CO INC | $1.90万 | 0.05% | 158 | -24,449 | -99.4% | -$294.10万 | 减仓 |
| VB | VANGUARD INDEX FDS | $1.89万 | 0.05% | 72 | -3,305 | -97.9% | -$86.56万 | 减仓 |
| GAB | GABELLI EQUITY TR INC | $1.85万 | 0.05% | 3,300 | -24,886 | -88.3% | -$13.94万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $1.83万 | 0.05% | 300 | -5,986 | -95.2% | -$36.54万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $1.82万 | 0.05% | 84 | -4,253 | -98.1% | -$92.40万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $1.79万 | 0.05% | 66 | 66 | — | $1.79万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $1.76万 | 0.05% | 225 | -71,173 | -99.7% | -$558.06万 | 减仓 |
| NBSD | NEUBERGER BERMAN ETF TRUST | $1.73万 | 0.05% | 341 | 341 | — | $1.73万 | 新建仓 |
| NML | NEUBERGER ENGY INFRSTR & INC | $1.71万 | 0.05% | 1,630 | -79,003 | -98.0% | -$83.03万 | 减仓 |
| — | FLAHERTY & CRUMRINE TOTAL RE | $1.71万 | 0.05% | 1,030 | 1,030 | — | $1.71万 | 新建仓 |
| IJUL | INNOVATOR ETFS TRUST | $1.69万 | 0.05% | 500 | 500 | — | $1.69万 | 新建仓 |
| TER | TERADYNE INC | $1.66万 | 0.05% | 56 | 56 | — | $1.66万 | 新建仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $1.64万 | 0.05% | 137 | -20,074 | -99.3% | -$239.60万 | 减仓 |
| — | SILA REALTY TRUST INC | $1.60万 | 0.05% | 674 | 674 | — | $1.60万 | 新建仓 |
| FNDB | SCHWAB STRATEGIC TR | $1.55万 | 0.04% | 569 | 569 | — | $1.55万 | 新建仓 |
| MTZ | MASTEC INC | $1.54万 | 0.04% | 48 | 48 | — | $1.54万 | 新建仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $1.54万 | 0.04% | 380 | 380 | — | $1.54万 | 新建仓 |
| TRP | TC ENERGY CORP | $1.53万 | 0.04% | 245 | 245 | — | $1.53万 | 新建仓 |
| VBK | VANGUARD INDEX FDS | $1.51万 | 0.04% | 50 | -1,963 | -97.5% | -$59.33万 | 减仓 |
| TBIL | RBB FD INC | $1.50万 | 0.04% | 301 | -187,689 | -99.8% | -$935.51万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $1.50万 | 0.04% | 709 | -9,001 | -92.7% | -$19.04万 | 减仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $1.49万 | 0.04% | 600 | 600 | — | $1.49万 | 新建仓 |
| SHLD | GLOBAL X FDS | $1.42万 | 0.04% | 200 | -5,397 | -96.4% | -$38.23万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $1.40万 | 0.04% | 60 | -11,610 | -99.5% | -$271.71万 | 减仓 |
| TPHD | TIMOTHY PLAN | $1.37万 | 0.04% | 331 | 331 | — | $1.37万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $1.34万 | 0.04% | 500 | 500 | — | $1.34万 | 新建仓 |
| ASTS | AST SPACEMOBILE INC | $1.33万 | 0.04% | 160 | 160 | — | $1.33万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $1.31万 | 0.04% | 171 | -298,553 | -99.9% | -$2,285.07万 | 减仓 |
| IAU | ISHARES GOLD TR | $1.28万 | 0.04% | 145 | -22,638 | -99.4% | -$199.57万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $1.28万 | 0.04% | 500 | 500 | — | $1.28万 | 新建仓 |
| TIP | ISHARES TR | $1.26万 | 0.04% | 114 | -2,741 | -96.0% | -$30.24万 | 减仓 |
| KLAC | KLA CORP | $1.18万 | 0.03% | 8 | 8 | — | $1.18万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $1.17万 | 0.03% | 518 | 518 | — | $1.17万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $1.15万 | 0.03% | 54 | -2,267 | -97.7% | -$48.44万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $1.06万 | 0.03% | 400 | -22,289 | -98.2% | -$59.31万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1.06万 | 0.03% | 200 | 200 | — | $1.06万 | 新建仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $1.05万 | 0.03% | 350 | 350 | — | $1.05万 | 新建仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1.05万 | 0.03% | 223 | 223 | — | $1.05万 | 新建仓 |
| PFLD | ETF SER SOLUTIONS | $1.03万 | 0.03% | 533 | 533 | — | $1.03万 | 新建仓 |
| BIV | VANGUARD BD INDEX FDS | $1.02万 | 0.03% | 132 | -3,814 | -96.7% | -$29.44万 | 减仓 |
| — | INVESCO QUALITY MUN INCOME T | $1.01万 | 0.03% | 1,054 | 1,054 | — | $1.01万 | 新建仓 |
| DFUV | DIMENSIONAL ETF TRUST | $9,934 | 0.03% | 205 | -26,782 | -99.2% | -$129.78万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $9,904 | 0.03% | 144 | 144 | — | $9,904 | 新建仓 |
| PWR | QUANTA SVCS INC | $9,882 | 0.03% | 18 | 18 | — | $9,882 | 新建仓 |
| EEMV | ISHARES INC | $9,774 | 0.03% | 151 | -3,920 | -96.3% | -$25.37万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $9,708 | 0.03% | 400 | 400 | — | $9,708 | 新建仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $9,705 | 0.03% | 375 | -21,325 | -98.3% | -$55.19万 | 减仓 |
| SMH | VANECK ETF TRUST | $9,585 | 0.03% | 25 | -9,588 | -99.7% | -$367.60万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $9,585 | 0.03% | 300 | 300 | — | $9,585 | 新建仓 |
| ARCC | ARES CAPITAL CORP | $9,470 | 0.03% | 526 | -35,332 | -98.5% | -$63.61万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $9,399 | 0.03% | 96 | -191,803 | -99.9% | -$1,877.87万 | 减仓 |
| — | EXXON MOBIL CORP | $9,331 | 0.03% | 55 | -78,651 | -99.9% | -$1,334.35万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $9,303 | 0.03% | 29 | -150,413 | -100.0% | -$4,825.15万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $9,102 | 0.03% | 98 | -30,707 | -99.7% | -$285.20万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $8,797 | 0.03% | 31 | 31 | — | $8,797 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $8,747 | 0.03% | 8 | 8 | — | $8,747 | 新建仓 |
| VIS | VANGUARD WORLD FD | $8,742 | 0.03% | 28 | -964 | -97.2% | -$30.10万 | 减仓 |
| GEV | GE VERNOVA INC | $8,729 | 0.03% | 10 | -523 | -98.1% | -$45.65万 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $8,718 | 0.02% | 200 | -35,827 | -99.4% | -$156.17万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $8,694 | 0.02% | 89 | -1,850 | -95.4% | -$18.07万 | 减仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $8,693 | 0.02% | 100 | -4,413 | -97.8% | -$38.36万 | 减仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $8,674 | 0.02% | 400 | -15,907 | -97.5% | -$34.49万 | 减仓 |
| MOAT | VANECK ETF TRUST | $8,606 | 0.02% | 89 | 89 | — | $8,606 | 新建仓 |
| CF | CF INDUSTRIES HOLD | $8,569 | 0.02% | 66 | 66 | — | $8,569 | 新建仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $8,360 | 0.02% | 500 | 500 | — | $8,360 | 新建仓 |
| — | KNIGHTSCOPE INC | $8,340 | 0.02% | 2,000 | 2,000 | — | $8,340 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $8,233 | 0.02% | 164 | -137,859 | -99.9% | -$692.07万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $8,227 | 0.02% | 21 | -4,563 | -99.5% | -$178.76万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $7,857 | 0.02% | 13 | -1,864 | -99.3% | -$112.66万 | 减仓 |
| EBAY | EBAY INC. | $7,828 | 0.02% | 86 | -3,602 | -97.7% | -$32.79万 | 重新持有 |
| CRWD | CROWDSTRIKE HLDGS INC | $7,808 | 0.02% | 20 | -6,298 | -99.7% | -$245.87万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $7,589 | 0.02% | 204 | 204 | — | $7,589 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $7,378 | 0.02% | 75 | -10,878 | -99.3% | -$107.01万 | 减仓 |
| PAYX | PAYCHEX INC | $7,370 | 0.02% | 80 | -3,257 | -97.6% | -$30.01万 | 减仓 |
| MCD | MCDONALDS CORP | $7,154 | 0.02% | 23 | -5,887 | -99.6% | -$183.11万 | 减仓 |
| NJUL | INNOVATOR ETFS TRUST | $7,141 | 0.02% | 100 | 100 | — | $7,141 | 新建仓 |
| AOA | ISHARES TR | $6,991 | 0.02% | 79 | -7,070 | -98.9% | -$62.57万 | 减仓 |
| VVV | VALVOLINE INC | $6,972 | 0.02% | 207 | 207 | — | $6,972 | 新建仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $6,900 | 0.02% | 103 | -13,803 | -99.3% | -$92.47万 | 减仓 |
| JAJL | INNOVATOR ETFS TRUST | $6,831 | 0.02% | 235 | 235 | — | $6,831 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $6,713 | 0.02% | 33 | -7,389 | -99.6% | -$150.31万 | 减仓 |
| TSLA | TESLA INC | $6,692 | 0.02% | 18 | -12,570 | -99.9% | -$467.32万 | 减仓 |
| IJAN | INNOVATOR ETFS TRUST | $6,422 | 0.02% | 177 | 177 | — | $6,422 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $6,406 | 0.02% | 200 | 200 | — | $6,406 | 新建仓 |
| VOD | VODAFONE GROUP PLC | $6,338 | 0.02% | 422 | 422 | — | $6,338 | 新建仓 |
| HAL | HALLIBURTON CO | $6,160 | 0.02% | 158 | 158 | — | $6,160 | 新建仓 |
| WMT | WALMART INC | $5,593 | 0.02% | 45 | -106,496 | -100.0% | -$1,323.63万 | 减仓 |
| NJAN | INNOVATOR ETFS TRUST | $5,337 | 0.02% | 100 | 100 | — | $5,337 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $5,090 | 0.01% | 150 | 150 | — | $5,090 | 新建仓 |
| AVUV | AMERICAN CENTY ETF TR | $4,861 | 0.01% | 44 | -2,205 | -98.0% | -$24.36万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $4,795 | 0.01% | 96 | -67,250 | -99.9% | -$335.90万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $4,703 | 0.01% | 100 | -395,300 | -100.0% | -$1,859.10万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $3,900 | 0.01% | 60 | 60 | — | $3,900 | 新建仓 |
| CIEN | CIENA CORP | $3,882 | 0.01% | 10 | -2,541 | -99.6% | -$98.64万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $3,775 | 0.01% | 23 | 23 | — | $3,775 | 新建仓 |